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Wealth Assistant Jobs in Ohio (NOW HIRING)

Truepoint Wealth Counsel

Wealth Advisor

Blue Ash, OH · On-site

Wealth Advisor Job Profile The Wealth Advisor serves as the primary point of contact for clients ... Fostering prospective client introductions from highly satisfied clients * Assist in and ...

Sequoia Financial Group Llc

Wealth Advisor

Dublin, OH · On-site

Proactively maintain client relationships through excellent client service. * Assist or lead in the collection of financial planning data, while working with the Wealth Planning Department (WPD) to ...

Culture On Camera

Wealth Advisor

Dayton, OH · On-site

They serve families with meaningful wealth who value clarity, trust, and long-term relationships ... Conduct investment research and assist in portfolio implementation through our firm's investment ...

Culture On Camera

Wealth Advisor

Dayton, OH · On-site

They serve families with meaningful wealth who value clarity, trust, and long-term relationships ... Conduct investment research and assist in portfolio implementation through our firm's investment ...

Sequoia Financial Group Llc

Wealth Advisor II

Akron, OH · On-site

Proactively maintain client relationships through excellent client service. * Assist or lead in the collection of financial planning data, while working with the Wealth Planning Department (WPD) to ...

Sequoia Financial Group Llc

Wealth Planner

Cleveland, OH · On-site

$52K - $71K/yr

The Wealth Planner is a member of the Wealth Planning Department. The Wealth Planner prepares ... process. * Assist with departmental projects and priorities such as training and supporting ...

Sequoia Financial Group Llc

Wealth Planner

Akron, OH · On-site

$51K - $70K/yr

The Wealth Planner is a member of the Wealth Planning Department. The Wealth Planner prepares ... process. * Assist with departmental projects and priorities such as training and supporting ...

Sequoia Financial Group Llc

Wealth Planner

Cleveland, OH · On-site

$52K - $71K/yr

The Wealth Planner is a member of the Wealth Planning Department. The Wealth Planner prepares ... process. * Assist with departmental projects and priorities such as training and supporting ...

U.S. Bank

Wealth Management Advisor

Columbus, OH · On-site

$65K - $80K/yr

The Wealth Management Advisor (WMA) position is the investment planning and investment and ... WMAs partner with the team to assist clients and families by gaining a thorough understanding of ...

US Bank

Wealth Management Advisor

Cincinnati, OH

$65K - $80K/yr

The Wealth Management Advisor (WMA) position is the investment planning and investment and ... WMAs partner with the team to assist clients and families by gaining a thorough understanding of ...

US Bank

Wealth Management Advisor

Columbus, OH

$65K - $80K/yr

The Wealth Management Advisor (WMA) position is the investment planning and investment and ... WMAs partner with the team to assist clients and families by gaining a thorough understanding of ...

CBIZ, Inc.

Associate Wealth Advisor

Cleveland, OH · On-site

Associate Wealth Advisors provide a high level and broad range of technical and client management support and assist in managing all aspects of a client relationship including investments, taxation ...

CBIZ

Associate Wealth Advisor

Cleveland, OH

Associate Wealth Advisors provide a high level and broad range of technical and client management support and assist in managing all aspects of a client relationship including investments, taxation ...

Deloitte

Tax Senior - Private Wealth

Cincinnati, OH

$78K - $96K/yr

... assist in client meetings on compliance and consulting projects related to tax planning ... Learn more about Deloitte Private Wealth Tax Services. Learn more about Deloitte Business Tax ...

Deloitte

Tax Senior - Private Wealth

Columbus, OH · On-site

$78K - $97K/yr

... assist in client meetings on compliance and consulting projects related to tax planning ... Learn more about Deloitte Private Wealth Tax Services. Learn more about Deloitte Business Tax ...

Deloitte

Tax Senior - Private Wealth

Cleveland, OH

$79K - $98K/yr

... assist in client meetings on compliance and consulting projects related to tax planning ... Learn more about Deloitte Private Wealth Tax Services. Learn more about Deloitte Business Tax ...

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Wealth Assistant information

See Ohio salary details

$8

$27

$61

How much do wealth assistant jobs pay per hour?

As of Aug 9, 2026, the average hourly pay for wealth assistant in Ohio is $27.39, according to ZipRecruiter salary data. Most workers in this role earn between $15.60 and $32.08 per hour, depending on experience, location, and employer.

What qualifications do I need to work in wealth management?

Wealth assistants typically need a bachelor's degree in finance, economics, or a related field. Relevant skills include strong communication, financial analysis, and proficiency with financial software; certifications like the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) can enhance job prospects.

What are the key skills and qualifications needed to thrive as a wealth assistant?

To thrive as a Wealth Assistant, you need a strong grasp of financial principles, account management, and client service, often supported by a degree in finance, business, or a related field. Familiarity with financial planning software, portfolio management systems, and relevant certifications such as the Series 65 or Certified Financial Planner (CFP) is advantageous. Attention to detail, discretion, organizational skills, and proactive communication help candidates excel in this client-facing support role. Mastery of these skills ensures efficient support for wealth managers, accurate handling of client assets, and the ability to build lasting client relationships.

What is a wealth assistant?

A Wealth Assistant supports financial advisors or wealth managers in managing client accounts, financial planning, and administrative tasks. They help with investment research, preparing reports, and ensuring clients receive excellent service. This role requires strong organizational and communication skills, as well as a solid understanding of financial principles. Wealth Assistants play a key role in maintaining client relationships and ensuring smooth day-to-day operations in a financial advisory or wealth management firm.

What does a wealth assistant do?

A typical day for a Wealth Assistant involves supporting wealth advisors by preparing client reports, handling account documentation, scheduling meetings, and responding to client inquiries. Wealth Assistants collaborate closely with both advisors and clients, often acting as a liaison to ensure smooth communication and efficient service delivery. They may also assist with portfolio updates, client onboarding, and maintaining compliance records. This role requires frequent teamwork with internal staff as well as direct communication with clients, making relationship management and organizational skills particularly important. As a Wealth Assistant, you'll play a crucial part in ensuring a positive client experience and the smooth operation of the wealth management team.

What are the most commonly searched types of Wealth jobs in Ohio? The most popular types of Wealth jobs in Ohio are:
What are popular job titles related to Wealth Assistant jobs in Ohio? For Wealth Assistant jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Wealth Assistant jobs in Ohio look for? The top searched job categories for Wealth Assistant jobs in Ohio are:
What cities in Ohio are hiring for Wealth Assistant jobs? Cities in Ohio with the most Wealth Assistant job openings:
Wealth Assistant jobs near you
Infographic showing various Wealth Assistant job openings in Ohio as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 26% Part Time, 1% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $56,971 per year, or $27.4 per hour.

Wealth Advisor

Truepoint Wealth Counsel

Blue Ash, OH • On-site

Full-time

Re-posted 11 days ago

Job description

Wealth Advisor Job Profile
The Wealth Advisor serves as the primary point of contact for clients and is responsible for the overall management of the client relationship. The role focuses on managing and enhancing complex client relationships by ensuring exceptional service delivery, effective communication, and timely resolution of issues. In this position, Wealth Advisors partner with internal teams to support prospective client onboarding and drive firm growth through client referrals and strategic outreach.
Core Responsibilities
Leading client relationships with the goal of ensuring high client satisfaction
  • Collaborate internally with specialist teams to ensure effective delivery of services to clients
  • Manage and lead the firm's most complex client relationships, ensuring superior client experience
  • Ensure written and verbal client communications are polished and tailored to client preferences
  • Troubleshoot and resolve unexpected client issues in a timely manner

Partnering with prospect liaisons to deliver a great prospective/new client experience
  • Work closely with prospect liaisons to develop and onboard prospective clients

Fostering prospective client introductions from highly satisfied clients
  • Build and strengthen client relationships through day-to-day and out-of-office activities via firm events, travel, etc.
  • Share expertise by contributing to the development of client and public-facing content
  • Increase awareness of the firm via community and social media opportunities
  • Fostering prospective client introductions from highly satisfied clients
  • Assist in and potentially lead the completion of strategic initiatives and projects

Leadership, Culture & Core Values
We are a team of good people who put forth relentless effort to serve others.
Demonstrate Truepoint's Core Values:
  • We are a team: we get on the bus, we are dependable and accountable, embrace collaboration, proactively step-up and pitch-in and we actively help our teammates grow and succeed.
  • We are good people: we are humble, genuine, compassionate, open-minded, positive, and fun to be around.
  • We put forth relentless effort: we exhibit a can-do spirit, we take initiative, solve problems, go above and beyond, and continually improve.
  • We serve others: we listen first, build relationships, anticipate the needs of others, take ownership, and resolve issues - we strive to exceed expectations.

Requirements
  • Strong academic track record, including the achievement of a bachelor's or advanced degree.
  • Industry designation required: CERTIFIED FINANCIAL PLANNERTM
  • 3+ years of client-facing experience in the financial services industry.
  • Great interpersonal skills and ability to build relationships.
  • Passion for delivering fiduciary guidance and financial education.
  • A positive, client-centric mindset with the initiative and drive to exceed expectations.
  • Ability to coordinate across teams and manage internal processes, with a high attention to detail.
  • Self-motivated to work both collaboratively and autonomously.
  • Demonstrate initiative to grow both personally and professionally as our industry and firm change.

Physical & Environmental Requirements:
• Prolonged periods of working on a computer and occasional periods sitting.
• May have to lift up to 15 pounds.
• Minimal travel required. Frequent attendance at internal meetings required.
• Occasional attendance at meeting with outside partners.
• Travel outside the region may be required for business and/or professional development.
• In our hybrid work environment, the company reserves the right to modify in-office attendance requirements at its discretion based on business needs.
This position description in no manner neither states nor implies a contract of employment. Job duties and responsibilities may be added, changed or deleted at managements' discretion at any time. This written description does not limit the duties and responsibilities by the assigned incumben

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